FIB

First Interstate Bank Portfolio holdings

AUM $1.81B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.55M
4
AAPL icon
Apple
AAPL
+$1.57M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$6.51M
2
+$4.91M
3
+$1.62M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$831K
5
SNY icon
Sanofi
SNY
+$410K

Sector Composition

1 Technology 15.41%
2 Financials 14.6%
3 Healthcare 12.83%
4 Consumer Staples 12.18%
5 Energy 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$15K ﹤0.01%
404
+137
502
$15K ﹤0.01%
476
503
$15K ﹤0.01%
1,769
504
$15K ﹤0.01%
316
505
$15K ﹤0.01%
406
506
$15K ﹤0.01%
1,161
507
$15K ﹤0.01%
2,500
508
$15K ﹤0.01%
400
509
$15K ﹤0.01%
1,114
510
$15K ﹤0.01%
+343
511
$14K ﹤0.01%
1,054
-502
512
$14K ﹤0.01%
510
513
$14K ﹤0.01%
75
514
$14K ﹤0.01%
300
-247
515
$14K ﹤0.01%
+451
516
$14K ﹤0.01%
657
-233
517
$14K ﹤0.01%
252
518
$14K ﹤0.01%
374
519
$14K ﹤0.01%
365
520
$14K ﹤0.01%
1,397
521
$14K ﹤0.01%
342
522
$13K ﹤0.01%
300
523
$13K ﹤0.01%
10
524
$13K ﹤0.01%
+329
525
$13K ﹤0.01%
335
-161
19 20
21
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